Wipfli Financial Advisors’s Central Pacific Financial CPF Stock Holding History

Wipfli Financial Advisors’s Portfolio CPF Stock Details CPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$50K	Buy	+2,435	New	+$54.9K	﹤0.01%	1075

Other funds holding CPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wipfli Financial Advisors's CPF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Central Pacific Financial (CPF) in Q3 2022: 2,435 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings.

154 funds tracked by Wall St. Rank hold CPF as of Q3 2022.

Wipfli Financial Advisors held 2,435 shares of Central Pacific Financial worth $50K as of Q3 2022.
Central Pacific Financial was a new Wipfli Financial Advisors position in Q3 2022.
Central Pacific Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1075 holding.
154 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.